Sep 27, 2023 09:44 AM
I have a base that I use for onboarding new users. New records are created via a fillout form. I want to create a linked record in my Agents & Staff table, as well as my phone directory table when a new record is created in onboarding. I know how to link to an existing record, but I am stuck on creating a new record and linking.
Solved! Go to Solution.
Sep 28, 2023 12:32 PM
When a record is created in Onboarding, create a record in your Phone Directory and in the linked field of your Phone Directory record, put the RecordID of the Onboarding record.
Sep 28, 2023 12:32 PM
When a record is created in Onboarding, create a record in your Phone Directory and in the linked field of your Phone Directory record, put the RecordID of the Onboarding record.